DSM Fresh Foods Q4 FY26 Share Price & Earnings Call Analysis

₹49.03-2.95% today
Market cap
₹109 Cr
P/E
7.49
ROE
17.64%
PEG
0.12
Price to sales
0.49
Debt to equity
0.55
52W high / low
₹196 / ₹48.7
Sales growth (5Y)
34.68%
EBITDA margin
14.12%
Net profit margin
6.60%
Promoter holding
28.16%
Sales (last year)
₹221 Cr

Incorporated in May 2015, DSM Fresh Foods Limited is engaged in the business of fresh meat and ready-to-cook/eat non-veg products retailer[1]

Guidance scorecard · Q4 FY26 call

What DSM Fresh Foods Ltd's management guided
and where it ranks in Food Products

RevenueQ2 FY26 call

20–40%
  • Focus on achieving rapid scale and becoming a large, multi-million-dollar business.
  • Target to become an INR 1,000 crore company, with inorganic acquisitions playing a critical role.
  • Expansion plans include increasing penetration in existing markets like Delhi, Bangalore, and Mumbai before entering new geographies.
  • Each major city targeted to achieve around INR 150 crore scale organically, combining B2B, B2C, and meat shop segments.
  • Growth driven by increased depth in categories such as fish and mutton, which have seen margin improvements.
  • H2 expected to be stronger than H1 due to seasonalities.
  • Plans to scale from pilots in 15-20 stores in Bangalore to more stores over the next 1-2 years.

2 more points from DSM Fresh Foods Ltd's call on revenue

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Full Q2 FY26 analysis

MarginsQ2 FY26 call

Flat

See what DSM Fresh Foods Ltd said on margins — free account, 30 seconds.

Full Q2 FY26 analysis

CapexQ2 FY26 call

Planned
  • Focus on automation and process integration to enhance profitability
  • Plans to expand omnichannel presence combining online convenience with offline reach
  • Exploring non-meat categories and creating depth in seafood and other categories for future growth initiatives
  • Internal acquisitions are being planned, with two acquisitions currently in audit stage aimed at expanding assets, especially in the northern region targeting both export and domestic markets

2 more points from DSM Fresh Foods Ltd's call on capex

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Full Q2 FY26 analysis

FundraisingQ2 FY26 call

Planned

See what DSM Fresh Foods Ltd said on fundraising — free account, 30 seconds.

Full Q2 FY26 analysis

Order bookQ2 FY26 call

  • Monthly online orders are approximately 1.4 to 1.5 lakh orders.
  • Growth in operational PIN codes is cautious; coverage includes high growth areas only to ensure profitability.
  • Discussions ongoing with government bodies for state-level penetration and potential public-private partnerships, which could increase institutional/order volume.
  • Focus is on building a robust omni-channel infrastructure, scaling cautiously to maintain business efficiency and profitability.
Full Q2 FY26 analysis

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Food Products
on management's own guidance

  1. Strong growth
    2
  2. 1
  3. Strong growth
    3

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Food Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹459 Cr7.9
240%+Up 2%+₹454 Cr79.8
340%+Flat₹1,061 Cr48.2
440%+Flat₹157 Cr10.5
520–40%Up 2%+₹671 Cr48.3
620–40%Up 2%+₹265 Cr7.8

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Pro shows every company guiding 40%+ revenue growth →Full Food Products ranking

Financials of DSM Fresh Foods Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of DSM Fresh Foods Ltd

Quarterly Results

Quarter-by-quarter operating performance

No quarterly results data available for this company yet.

Financials of DSM Fresh Foods Ltd

Profit & Loss

Annual income statement trend

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +50565690131221
Expenses +62585381114190
Operating Profit-12-2491631
OPM %-25%-4%7%10%12%14%
Other Income +0-1-0011
Interest000147
Depreciation100122
Profit before tax-13-3381223
Tax %0%-20%2%39%22%38%
Net Profit +-13-235914
EPS in Rs-9,278.57-1,778.571,957.143,134.235.526.45
Dividend Payout %0%0%0%0%0%0%

Financials of DSM Fresh Foods Ltd

Balance Sheet

Capital structure and asset base

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital0.010.010.010.011622
Reserves21216383394
Borrowings +01283264
Other Liabilities +7934314
Total Liabilities921225084195
Fixed Assets +211579
CWIP000000
Investments0000019
Other Assets +820214577166
Total Assets921225084195

Financials of DSM Fresh Foods Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +-7-2-2-13-17
Cash from Investing Activity +3-0-1-5-10
Cash from Financing Activity +0232223
Net Cash Flow-40-04-3
Free Cash Flow-7-2-3-18-21
CFO/OP55%116%-66%-139%-104%

Financials of DSM Fresh Foods Ltd

Ratios

Working capital efficiency and return ratios

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days425329214792
Inventory Days0002320
Days Payable5965241817
Cash Conversion Cycle-17-125254795
Working Capital Days11355054118
ROCE %-28%24%27%25%23%

What DSM Fresh Foods Ltd's management said in earlier quarters

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